BECKER CAPITAL MANAGEMENT INC
Top Portfolio Positions
208 positions ·
$2,754,751,429 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
612,934 | $155,556,519 | 5.65% |
| MSFT |
Microsoft Corp
Technology
|
358,900 | $132,854,013 | 4.82% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
350,079 | $102,979,238 | 3.74% |
| WMT |
Walmart Inc.
Consumer Defensive
|
604,952 | $75,183,434 | 2.73% |
| EMBJ |
Embraer S.A.
Industrials
|
1,243,347 | $73,780,210 | 2.68% |
| GOOGL |
Alphabet Inc.
Communication Services
|
243,663 | $70,067,732 | 2.54% |
| GS |
Goldman Sachs Group Inc
Financial Services
|
81,476 | $68,927,881 | 2.50% |
| SCHW |
Schwab Charles Corp
Financial Services
|
728,994 | $68,510,856 | 2.49% |
| RTX |
RTX Corp
Industrials
|
338,682 | $65,331,757 | 2.37% |
| MCK |
Mckesson Corp
Healthcare
|
73,184 | $63,330,506 | 2.30% |
Holdings in CLM
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $160,429 | 22,037 | Shares | Sole | 2026-05-11 | |
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